Spreadsheet for tax purposes

Hi all,

First time poster, so i hope this is in the correct section of the forum.

I wondered if anybody has a spreadsheet they would be happy to share that tracks their completed mystery shops, for the purpose of a tax return.

Ideally tabs to include, reward, expenses, mileage etc.

I thought I'd reach out before i create one, in the hope somebody has one they are willing to share.

Thanks,

Dave

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I have a notebook with lined paper. I write the date of shop, company, location, date of payment/reimbursement and the amount of each. It works for me and my accountant.

I have a spreadsheet, these are my headings:
Shop Date
MSC
Client Name
Address/Town
Approved (x) goes in this column when approved
Date paid
Job info/brief description/notes
Payment amount
Reimbursement amount
Purchase Amount

I used to track mileage on there but now I just keep a mileage book in my car, it is easier to figure out for me.
I keep a tab for each month and a summary sheet that pulls from the other tabs

I also have a tax sheet where I track expenses, like paper or ink or any type of supply I purchase such as a notebook or calendar book, pens, sharpies, safety vest, stuff like that. Basically anything purchased for a job.

Hope that helps

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Spreadsheet for tax purposes

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